Evolution for the proposition has been and will always be key. Since launch, we have successfully added partnerships with UBS and introduced our True Potential Growth Aligned fund range in association with HSBC and Bank of Montreal, increasing the level of strategic foresight and style diversification available in each portfolio. True Potential will never rest on its laurels and we will continue to evolve the True Potential Portfolios, constantly looking for ways to improve and adapt in a changing market environment.

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Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

I offer advice on limited types of products. Primarily, I will advise on strategy funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the True Potential Wealth Platform does not have a product to meet your needs, I will broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list of those companies.